Current Market Value 251,855,995
Current Holdings 1538
Most Recent File Date 2025-07-08
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Rise Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-08 2025-06-30 13F-HR 1538 251,856
2025-05-15 2025-03-31 13F-HR 1500 226,311
2025-01-07 2024-12-31 13F-HR 1117 207,895
2024-10-11 2024-09-30 13F-HR 1232 208,667
2024-07-09 2024-06-30 13F-HR 1239 188,706
2024-04-09 2024-03-31 13F-HR 1265 187,659
2024-01-10 2023-12-31 13F-HR 617 143,009
2023-10-10 2023-09-30 13F-HR 672 126,142
2023-07-10 2023-06-30 13F-HR 677 129,356
2023-04-05 2023-03-31 13F-HR 809 132,474
2023-01-06 2022-12-31 13F-HR 767 124,475
2022-10-11 2022-09-30 13F-HR 752 120,679
2022-07-28 2022-06-30 13F-HR 741 99,155
2022-04-22 2022-03-31 13F-HR 671 111,062
2022-02-24 2021-12-31 13F-HR 650 104,972,070